Events

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DON’T MISS AN OPPORTUNITY TO CONNECT WITH FLEXIBLE PLAN

Webinar
February

21

2024

Investment Strategies to Navigate Uncertain Markets (regional)

Using leveraged and inverse ETFs
12:00 PM EST
Presented by Jordan Liebanow with special guest Shawn Edwards, Vice President of Institutional ETF Sales, Direxion Funds
Register
Regional Event
February

22

2024

Meet FPI at the 2024 FPG Annual Sales Meeting

Hyatt Regency Riverwalk, San Antonio, TX
Trent Schield, Flexible Plan Investments’ (FPI’s) vice president of national accounts
More
Regional Event
February

26

2024

Mid-Atlantic roadshow (regional)

12:00 PM EST
Lunch
Cugino's Italian Restaurant 6011 Main St Williamsville, NY 14221
5:00 PM EST
Happy Hour
Erie Grill 41 N Main St Pittsford, NY 14534
Presented by Bob Muldoon and Trent Schield
Register
Regional Event
February

27

2024

Mid-Atlantic roadshow (regional)

8:30 AM EST
Breakfast
Wellington's @ The Renaissance Hotel - Albany 144 State St Albany, NY 12207
12:00 PM EST
Lunch
The Charles Restaurant 161 Main Street Wethersfield, CT 06109
5:00 PM EST
Happy Hour
Hemenway’s Restaurant 121 S Main St, Providence, RI 02903
Presented by Bob Muldoon and Trent Schield
Register
Regional Event
February

28

2024

Mid-Atlantic roadshow (regional)

8:30 AM EST
Breakfast
Panera Bread 1030 Main Street Waltham, MA 02451
12:00 PM EST
Lunch
Grassfields Steak and Seafood 207 N Main St. Andover, MA 01810
Presented by Bob Muldoon and Trent Schield
Register
Webinar
February

28

2024

Harnessing Market Trends: Unlocking The Secrets of QSTFX

12:00 PM EST
Hosted by: Advisers Preferred, Presented by: Jason Teed
Register
Webinar
February

29

2024

An inside look at Market Leaders: February 2024

12:00 PM EST
Presented by Market Leaders product specialist and Vice President of National Accounts Trent Schield
RSVP
Regional Event
March

17

2024

Private Advisor Group Annual Conference

Westin Seaport, Boston MA
More
Webinar
March

27

2024

An inside look at Market Leaders: March 2024

12:00 PM EST
Presented by Market Leaders product specialist and Vice President of National Accounts Trent Schield
RSVP

*All Flexible Plan events are intended for investment professionals only unless otherwise noted.

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